ANN A MERGENS FOUNDATION INC
Cite this
Plain text ANN A MERGENS FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/ann-a-mergens-foundation-inc-274113304. Retrieved 2026-10-22.
APA furp.org. (n.d.). ANN A MERGENS FOUNDATION INC [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 22, 2026, from https://furp.org/org/ann-a-mergens-foundation-inc-274113304
MLA “ANN A MERGENS FOUNDATION INC.” furp.org, tax years 2014–2024, https://furp.org/org/ann-a-mergens-foundation-inc-274113304. Accessed 22 Oct. 2026.
Retrieved 2026-10-22; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $513K · expenses $466K · assets $6.2M
- EIN
- 27-4113304
- Address
- PO BOX 3031, JUPITER, FL 33469-1000
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- February 2012 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Mary Mergens-Loughran | PRESIDENT/TREAS. & EXEC. DIRECTOR | 2014-2024 | $30,000 | $218,989 | 2 |
Officers and directors, no compensation reported
3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Paul G Mergens | VICE PRESIDENT | 2014-2024 | 2 | $0 reported | 2 |
| William H Wiltshire | SECRETARY | 2016-2024 | 2 | $0 reported | 2 |
| Ann A Mergens 09114-121614 (former) | SECRETARY | 2014 | 1 | $0 reported | 1 |
People by year
2024 · 3 people listed · 1 paid, $30K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY MERGENS-LOUGHRAN | PRESIDENT/TREAS. & EXEC. DIRECTOR | 7 | $30,000 | - | $0 | $30,000 | 2 |
| PAUL G MERGENS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 2 |
| WILLIAM H WILTSHIRE | SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
2023 · 3 people listed · 1 paid, $30K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY MERGENS-LOUGHRAN | PRESIDENT/TREAS. & EXEC. DIRECTOR | 7 | $30,000 | - | $0 | $30,000 | 2 |
| PAUL G MERGENS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 2 |
| WILLIAM H WILTSHIRE | SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
2022 · 3 people listed · 1 paid, $30K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY MERGENS-LOUGHRAN | PRESIDENT/TREAS. & EXEC. DIRECTOR | 7 | $30,000 | - | $0 | $30,000 | 2 |
| PAUL G MERGENS | VICE PRESIDENT | 2 | $0 | - | $0 | $0 | 2 |
| WILLIAM H WILTSHIRE | SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
2021 · 3 people listed · 1 paid, $30K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mary Mergens-Loughran | Chair & Exec. Director | 7 | $30,000 | - | $0 | $30,000 | 2 |
| Paul G Mergens | Vice-President | 2 | $0 | - | $0 | $0 | 2 |
| William H Wiltshire | Secretary | 2 | $0 | - | $0 | $0 | 2 |
2020 · 3 people listed · 1 paid, $30K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mary Mergens-Loughran | President/Treasurer, Exec. Director | 7 | $30,000 | - | $0 | $30,000 | 2 |
| Paul G Mergens | Vice-President | 2 | $0 | - | $0 | $0 | 2 |
| William H Wiltshire | Secretary | 2 | $0 | - | $0 | $0 | 2 |
2019 · 3 people listed · 1 paid, $20K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mary Mergens-Loughran | President/Treasurer, Exec. Director | 5 | $20,000 | - | $0 | $20,000 | 2 |
| Paul G Mergens | Vice-President | 2 | $0 | - | $0 | $0 | 2 |
| William H Wiltshire | Secretary | 2 | $0 | - | $0 | $0 | 2 |
2018 · 3 people listed · 1 paid, $21K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Mary Mergens-Loughran | President/Treasurer, Exec. Director | 5 | $20,942 | - | $0 | $20,942 | 2 |
| Paul G Mergens | Vice-President | 2 | $0 | - | $0 | $0 | 2 |
| William H Wiltshire | Secretary | 2 | $0 | - | $0 | $0 | 2 |
2017 · 3 people listed · 1 paid, $23K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY MERGENS-LOUGHRAN | PRESIDENT/TREASURER, | 5 | $23,384 | - | $0 | $23,384 | 2 |
| PAUL G MERGENS | Vice-President | 2 | $0 | - | $0 | $0 | 2 |
| WILLIAM H WILTSHIRE | Secretary | 2 | $0 | - | $0 | $0 | 2 |
2016 · 3 people listed · 1 paid, $5K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY MERGENS-LOUGHRAN | PRESIDENT/TREASURER, | 4 | $4,663 | - | $0 | $4,663 | 2 |
| PAUL G MERGENS | Vice-President | 2 | $0 | - | $0 | $0 | 2 |
| WILLIAM H WILTSHIRE | Secretary | 2 | $0 | - | $0 | $0 | 2 |
2015 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY MERGENS-LOUGHRAN | PRESIDENT & TREASURER | 4 | $0 | - | $0 | $0 | 2 |
| PAUL G MERGENS | VICE PRESIDENT/SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
2014 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY MERGENS-LOUGHRAN | PRESIDENT & TREASURER | 4 | $0 | - | $0 | $0 | 2 |
| PAUL G MERGENS | VICE PRESIDENT/SECRETARY | 2 | $0 | - | $0 | $0 | 2 |
| ANN A MERGENS 09114-121614 | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 10 grants to organizations · $345K
2023 · 10 grants to organizations · $285K
2022 · 10 grants to organizations · $255K
2021 · 10 grants to organizations · $280K
2020 · 12 grants to organizations · $340K
2019 · 12 grants to organizations · $255K
2018 · 13 grants to organizations · $270K
2017 · 14 grants to organizations · $375K
2016 · 13 grants to organizations · $370K
2015 · 9 grants to organizations · $261K
2014 · 1 grant to organizations · $52K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2016 · 1 contributor · $15K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | Ann A Mergens Family Trust | Organization or other | Milton, VT | $14,667 | - | Form 990PF Sch. B, 2016 · filing |
2015 · 4 contributors · $6.2M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 2 | ANN A MERGENS FAMILY IRREVOCABLE TR | Person | MILTON, VT | $2,674,303 | - | Form 990PF Sch. B, 2015 · filing |
| 1 | ANN A MERGENS FAMILY IRREVOCABLE TR | Person | MILTON, VT | $2,537,465 | $2,537,465 | Form 990PF Sch. B, 2015 · filing |
| 3 | ANN A MERGENS IRA DTD 10-5-90 | Person | MILTON, VT | $956,391 | $956,391 | Form 990PF Sch. B, 2015 · filing |
| 4 | ANN A MERGENS IRA DTD 10-5-90 | Person | MILTON, VT | $34,167 | - | Form 990PF Sch. B, 2015 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $512,728 | $466,424 | $6,213,154 | $6,184,264 | - | - | $30,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $235,973 | $394,340 | $6,137,960 | $6,137,960 | - | - | $30,000 | - | - |
| 2022 · Form 990PF | ||||||||
| $102,686 | $363,256 | $6,296,327 | $6,296,327 | - | - | $30,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $393,100 | $401,920 | $6,556,897 | $6,556,897 | $0 | - | $30,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $563,450 | $454,973 | $6,565,717 | $6,565,717 | $0 | - | $30,000 | - | - |
| 2019 · Form 990PF | ||||||||
| $249,930 | $364,520 | $6,457,240 | $6,457,240 | $0 | - | $20,000 | - | - |
| 2018 · Form 990PF | ||||||||
| $328,641 | $370,367 | $6,571,830 | $6,571,830 | $0 | - | $20,942 | - | - |
| 2017 · Form 990PF | ||||||||
| $288,477 | $441,721 | $6,613,555 | $6,613,555 | - | - | $23,384 | - | - |
| 2016 · Form 990PF | ||||||||
| $186,996 | $385,858 | $6,766,799 | $6,766,799 | $14,667 | - | $4,663 | - | - |
| 2015 · Form 990PF | ||||||||
| $6,256,607 | $274,616 | $6,965,664 | $6,965,661 | $6,202,326 | - | $0 | - | - |
| 2014 · Form 990PF | ||||||||
| $61,480 | $58,733 | $983,670 | $983,670 | - | - | $0 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- GEORGE W MERGENS FOUNDATION Milton, VT · 3 people in common (Mary Mergens-Loughran, Paul G Mergens, William H Wiltshire)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| STEVEN A MELMAN FOUNDATION INC | FL | T20 | $510,748 | $222,391 | President | $3,500 | Same NTEE code T20, revenue within 2x, same state, similar name |
| TAURUS FOUNDATION INC | FL | T20 | $519,880 | $49,854 | PRESIDENT, TREASURER, DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| GARIPPA FOUNDATION INC | FL | T20 | $512,722 | $50,476 | Director | $9,000 | Same NTEE code T20, revenue within 2x, same state, similar name |
| DE VINK FOUNDATION INC | FL | T20 | $504,190 | $391,156 | Director | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| REGMARK FOUNDATION INC | FL | T20 | $489,366 | $458,811 | PRESIDENT & CHARI | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| LORDSHIP FOUNDATION INC | FL | T20 | $542,603 | $565,521 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| HAWKINS FAMILY FOUNDATION INC | FL | T20 | $507,094 | $161,759 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| SIDHU FAMILY FOUNDATION INC | FL | T20 | $489,220 | $351,112 | PRESIDENT | $1,137 | Same NTEE code T20, revenue within 2x, same state |
| DUBNER FAMILY FOUNDATION INC | FL | T20 | $494,032 | $325,432 | Vice President | $36,000 | Same NTEE code T20, revenue within 2x, same state |
| SEAN AND CATHY HANLON FOUNDATION INC | FL | T20 | $523,415 | $365,189 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| BRODSKY FAMILY FOUNDATION INC | FL | T20 | $514,091 | $637,498 | SECRETARY & | $0 | Same NTEE code T20, revenue within 2x, same state |
| JAMES L DAVIS FOUNDATION INC | FL | T20 | $525,261 | $595,627 | PRESIDENT | $24,025 | Same NTEE code T20, revenue within 2x, same state |
| NORELLI FAMILY FOUNDATION INC | FL | T20 | $498,245 | $1,878,041 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| ZOMMER FOUNDATION | FL | T20 | $527,454 | $477,943 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| DEAVER PHOENIX FOUNDATION INC | FL | T20 | $508,315 | $185,028 | CHAIRMAN PR | $10,000 | Same NTEE code T20, revenue within 2x, same state |
| STUART G LASHER FOUNDATION INC | FL | T20 | $512,582 | $65,061 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| BIREN & TRISH SHAH FOUNDATION INC | FL | T20 | $500,000 | $0 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| MIKULSKY HOPE MATTERS FOUNDATION INC | FL | T20 | $529,407 | $172,965 | PRESIDENT & TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| CHARLES AND SANDRA JOHNSTON FOUNDATION INC | FL | T20 | $537,089 | $152,828 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| W E CROSS CHARITABLE FOUNDATION INC | FL | T20 | $533,760 | $578,909 | PRESIDENT | $66,020 | Same NTEE code T20, revenue within 2x, same state |
| T & L LONGE CHARITABLE FOUNDATION INC | FL | T20 | $491,582 | $325,934 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| INDIUM CORPORATION AND MACARTNEY FAMILY FOUNDATION INC | FL | T20 | $509,961 | $511,643 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| MATTIE ESTHER HELEN ROSE FOUNDATION INC | FL | T20 | $505,588 | $572,305 | PRESIDENT & SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| UNITED WAY OF MARTIN COUNTY FOUNDATION INC | FL | T20 | $549,309 | $144,741 | SECRETARY | $213,492 | Same NTEE code T20, revenue within 2x, same state |
| THE RINA & BHARAT PARIKH FOUNDATION INC | FL | T20 | $490,083 | $218,261 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $466,424 spent · pay $30,000 · grants $345,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $345,000 | 74.0% | |
| Other expenses | $72,414 | 15.5% | |
| Pay: officers, directors, trustees | $30,000 | 6.4% | |
| Fees: other professional | $10,484 | 2.2% | |
| Taxes | $4,876 | 1.0% | |
| Fees: accounting | $3,650 | 0.8% | |
| Total | $466,424 | 100% |
2023 · Form 990PF · $394,340 spent · pay $30,000 · grants $285,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $285,000 | 72.3% | |
| Other expenses | $67,270 | 17.1% | |
| Pay: officers, directors, trustees | $30,000 | 7.6% | |
| Fees: other professional | $8,860 | 2.2% | |
| Fees: accounting | $3,000 | 0.8% | |
| Taxes | $210 | 0.1% | |
| Total | $394,340 | 100% |
2022 · Form 990PF · $363,256 spent · pay $30,000 · grants $255,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $255,000 | 70.2% | |
| Other expenses | $65,980 | 18.2% | |
| Pay: officers, directors, trustees | $30,000 | 8.3% | |
| Fees: other professional | $7,556 | 2.1% | |
| Taxes | $2,880 | 0.8% | |
| Fees: accounting | $1,840 | 0.5% | |
| Total | $363,256 | 100% |
2021 · Form 990PF · $401,920 spent · pay $30,000 · grants $280,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $280,000 | 69.7% | |
| Other expenses | $71,504 | 17.8% | |
| Pay: officers, directors, trustees | $30,000 | 7.5% | |
| Taxes | $10,490 | 2.6% | |
| Fees: other professional | $8,076 | 2.0% | |
| Fees: accounting | $1,850 | 0.5% | |
| Total | $401,920 | 100% |
2020 · Form 990PF · $454,973 spent · pay $30,000 · grants $340,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $340,000 | 74.7% | |
| Other expenses | $67,567 | 14.9% | |
| Pay: officers, directors, trustees | $30,000 | 6.6% | |
| Fees: other professional | $12,901 | 2.8% | |
| Taxes | $2,600 | 0.6% | |
| Fees: accounting | $1,905 | 0.4% | |
| Total | $454,973 | 100% |
2019 · Form 990PF · $364,520 spent · pay $20,000 · grants $255,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $255,000 | 70.0% | |
| Other expenses | $65,934 | 18.1% | |
| Pay: officers, directors, trustees | $20,000 | 5.5% | |
| Fees: other professional | $12,526 | 3.4% | |
| Taxes | $9,320 | 2.6% | |
| Fees: accounting | $1,740 | 0.5% | |
| Total | $364,520 | 100% |
2018 · Form 990PF · $370,367 spent · pay $20,942 · grants $270,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $270,000 | 72.9% | |
| Other expenses | $66,248 | 17.9% | |
| Pay: officers, directors, trustees | $20,942 | 5.7% | |
| Fees: other professional | $7,931 | 2.1% | |
| Taxes | $3,701 | 1.0% | |
| Fees: accounting | $1,545 | 0.4% | |
| Total | $370,367 | 100% |
2017 · Form 990PF · $441,721 spent · pay $23,384 · grants $375,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $375,000 | 84.9% | |
| Other expenses | $33,796 | 7.7% | |
| Pay: officers, directors, trustees | $23,384 | 5.3% | |
| Fees: other professional | $4,704 | 1.1% | |
| Taxes | $2,875 | 0.7% | |
| Fees: accounting | $1,962 | 0.4% | |
| Total | $441,721 | 100% |
2016 · Form 990PF · $385,858 spent · pay $4,663 · grants $370,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $370,000 | 95.9% | |
| Fees: accounting | $6,344 | 1.6% | |
| Pay: officers, directors, trustees | $4,663 | 1.2% | |
| Fees: other professional | $4,181 | 1.1% | |
| Taxes | $470 | 0.1% | |
| Other expenses | $200 | 0.1% | |
| Total | $385,858 | 100% |
2015 · Form 990PF · $274,616 spent · pay $0 · grants $261,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $261,000 | 95.0% | |
| Fees: other professional | $7,585 | 2.8% | |
| Fees: legal | $2,470 | 0.9% | |
| Fees: accounting | $2,364 | 0.9% | |
| Taxes | $1,005 | 0.4% | |
| Other expenses | $192 | 0.1% | |
| Total | $274,616 | 100% |
2014 · Form 990PF · $58,733 spent · pay $0 · grants $52,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $52,000 | 88.5% | |
| Fees: other professional | $3,080 | 5.2% | |
| Fees: accounting | $2,900 | 4.9% | |
| Taxes | $604 | 1.0% | |
| Other expenses | $149 | 0.3% | |
| Total | $58,733 | 100% |